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Prime Capital Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Prime Capital Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001731446
持仓数
1,046
前50大市值合计
$5.24B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 25
增持 115
减持 8
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$318.1M
1,487,059
+3103%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$184.6M
449,225
+1112%
增持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$109.2M
2,303,204
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+1699%
增持
IEF
ISHARES TR 7-10 YR TRSY BD
+$98.1M
1,023,963
+12206%
增持
SHV
ISHARES TR SHORT TREAS BD
+$96.5M
875,650
+39344%
增持
IJS
ISHARES TR SP SMCP600VL ETF
+$92.5M
991,649
+4941%
增持
AAPL
APPLE INC COM
+$72.0M
865,236
+49%
增持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$56.8M
796,287
+5208%
增持
VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
+$56.4M
932,503
+4743%
增持
VPL
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF
+$56.0M
820,721
+4649%
减持
VGLT
VANGUARD SCOTTSDALE FDS LONG TERM TREAS
-$49.6M
6,588
-99%
增持
QUAL
ISHARES TR MSCI USA QLT FCT
+$43.6M
327,797
+6111%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$39.8M
922,052
+66%
增持
MSFT
MICROSOFT CORP COM
+$39.7M
290,826
+41%
增持
BNDX
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
+$37.8M
785,586
+6666%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$34.1M
1,025,319
+111%
增持
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
+$33.8M
449,999
+14601%
增持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
+$33.5M
644,227
+12453%
增持
VNQ
VANGUARD INDEX FDS REAL ESTATE ETF
+$28.3M
349,828
+3070%
增持
AMZN
AMAZON COM INC COM
+$26.2M
428,834
+49%
增持
MUB
ISHARES TR NATIONAL MUN ETF
+$25.9M
267,602
+969%
增持
IAGG
ISHARES TR CORE INTL AGGR
+$25.3M
721,808
+243%
增持
NVDA
NVIDIA CORPORATION COM
+$25.1M
115,577
+35%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$24.8M
745,361
+54%
增持
JEPI
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM
+$23.8M
715,912
+148%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$23.8M
197,430
+269%
增持
TIP
ISHARES TR TIPS BD ETF
+$23.3M
223,429
+3079%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$22.3M
55,305
+875%
建仓
USHY
ISHARES TR BROAD USD HIGH
+$22.0M
623,170
增持
STIP
ISHARES TR 0-5 YR TIPS ETF
+$21.6M
224,112
+8678%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM
+$20.2M
923,319
+70%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$18.9M
2,957,916
+5%
减持
RSP
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
-$18.5M
21,142
-86%
增持
LLY
LILLY ELI & CO COM
+$18.0M
60,232
+102%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$17.7M
255,797
+105%
增持
NOBL
PROSHARES TR S&P 500 DV ARIST
+$16.5M
180,299
+3243%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
+$16.0M
411,409
-3%
增持
SUB
ISHARES TR SHRT NAT MUN ETF
+$15.0M
155,509
+1325%
建仓
IQDG
WISDOMTREE TR INTL QULTY DIV
+$14.9M
433,203
建仓
QSIG
WISDOMTREE TR US SHT TRM CORP
+$14.1M
301,656
增持
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
+$13.8M
1,751,855
+7%
增持
PEP
PEPSICO INC COM
+$13.8M
145,558
+102%
增持
HD
HOME DEPOT INC COM
+$12.7M
115,276
+47%
增持
SPYG
SPDR SER TR PRTFLO S&P500 GW
+$12.6M
214,242
+2537%
增持
JPST
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC
+$12.3M
259,205
+1667%
增持
JNJ
JOHNSON & JOHNSON COM
+$12.1M
200,950
+47%
增持
DFAE
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG
+$11.9M
532,993
+1995%
建仓
PPH
VANECK ETF TRUST PHARMACEUTCL ETF
+$11.5M
146,350
建仓
FLRN
SPDR SER TR BLOOMBERG INVT
+$10.9M
355,744
增持
MRK
MERCK & CO INC COM
+$10.6M
168,831
+103%
增持
CVX
CHEVRON CORP NEW COM
+$10.2M
163,154
+72%
增持
DGRW
WISDOMTREE TR US QTLY DIV GRT
+$10.2M
661,345
+22%
建仓
IDV
ISHARES TR INTL SEL DIV ETF
+$10.2M
387,033
增持
TSLA
TESLA INC COM
+$10.2M
58,318
+138%
增持
GLD
SPDR GOLD TR GOLD SHS
+$10.2M
112,446
+109%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$9.9M
250,874
+68%
增持
XLP
SELECT SECTOR SPDR TR SBI CONS STPLS
+$9.7M
390,995
+51%
增持
AVDV
AMERICAN CENTY ETF TR INTL SMCP VLU
+$9.5M
169,797
+3683%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$9.3M
86,819
+32%
增持
AVGO
BROADCOM INC COM
+$9.3M
28,630
+18%
增持
JPM
JPMORGAN CHASE & CO COM
+$9.3M
132,432
+73%
增持
AMLP
ALPS ETF TR ALERIAN MLP
+$8.7M
415,780
+111%
增持
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
+$8.6M
2,685,326
+7%
增持
ABBV
ABBVIE INC COM
+$8.6M
200,072
+73%
增持
XLU
SELECT SECTOR SPDR TR SBI INT-UTILS
+$8.5M
187,527
+236%
增持
META
META PLATFORMS INC CL A
+$8.3M
55,736
+54%
建仓
IEUR
ISHARES TR CORE MSCI EURO
+$8.3M
158,276
增持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
+$8.3M
659,162
+4%
增持
KO
COCA COLA CO COM
+$8.2M
252,103
+123%
增持
HON
HONEYWELL INTL INC COM
+$8.0M
66,018
+120%
增持
BIV
VANGUARD BD INDEX FDS INTERMED TERM
+$7.8M
107,613
+2310%
建仓
CMF
ISHARES TR CALIF MUN BD ETF
+$7.7M
135,207
增持
SCHA
SCHWAB STRATEGIC TR US SML CAP ETF
+$7.5M
884,749
+19%
增持
V
VISA INC COM CL A
+$7.5M
96,928
+41%
增持
VXUS
VANGUARD STAR FDS VG TL INTL STK F
+$7.5M
144,362
+1144%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF
+$7.3M
156,275
减持
XLE
SELECT SECTOR SPDR TR ENERGY
-$7.2M
27,913
-76%
增持
COST
COSTCO WHSL CORP NEW COM
+$7.1M
48,812
+26%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$6.8M
29,280
+200%
增持
—
EATON CORP PLC SHS
+$6.8M
44,743
+244%
减持
DVY
ISHARES TR SELECT DIVID ETF
-$6.7M
639,982
-5%
增持
PANW
PALO ALTO NETWORKS INC COM
+$6.7M
29,614
+579%
增持
PG
PROCTER AND GAMBLE CO COM
+$6.7M
137,014
+44%
增持
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
+$6.6M
288,707
+18%
增持
NFLX
NETFLIX INC COM
+$6.6M
20,564
+187%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$6.6M
27,597
+53%
增持
ORCL
ORACLE CORP COM
+$6.5M
65,192
+388%
增持
SCHB
SCHWAB STRATEGIC TR US BRD MKT ETF
+$6.4M
167,479
+258%
建仓
EWJ
ISHARES INC MSCI JPN ETF NEW
+$6.4M
102,895
增持
DVN
DEVON ENERGY CORP NEW COM
+$6.2M
206,940
+179%
增持
CRM
SALESFORCE INC COM
+$6.0M
80,016
+46%
建仓
FPX
FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF
+$5.9M
67,152
增持
SPDW
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
+$5.9M
189,984
+2165%
增持
VO
VANGUARD INDEX FDS MID CAP ETF
+$5.8M
31,782
+457%
建仓
SCHC
SCHWAB STRATEGIC TR INTL SCEQT ETF
+$5.7M
168,988
减持
LNG
CHENIERE ENERGY INC COM NEW
-$5.7M
24,105
-59%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$5.7M
62,410
+21%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$5.7M
55,734
+2197%
增持
IAU
ISHARES GOLD TR ISHARES NEW
+$5.6M
177,390
+644%
建仓
DGRO
ISHARES TR CORE DIV GRWTH
+$5.4M
104,900
建仓
TENB
TENABLE HLDGS INC COM
+$5.3M
120,720
增持
IGIB
ISHARES TR ISHS 5-10YR INVT
+$5.3M
132,547
+368%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ ETF
+$5.2M
484,843
+77%
增持
SDY
SPDR SER TR S&P DIVID ETF
+$5.1M
48,670
+626%
增持
MS
MORGAN STANLEY COM NEW
+$5.0M
78,177
+314%
增持
BX
BLACKSTONE INC COM
+$5.0M
81,446
+175%
建仓
RWL
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE
+$4.9M
61,446
增持
DOW
DOW INC COM
+$4.8M
131,631
+231%
增持
MCD
MCDONALDS CORP COM
+$4.8M
46,671
+43%
增持
SBUX
STARBUCKS CORP COM
+$4.7M
127,865
+67%
增持
—
EXXON MOBIL CORP COM
+$4.6M
196,258
+30%
建仓
SPYV
SPDR SER TR PRTFLO S&P500 VL
+$4.5M
104,039
清仓
—
UNITED STATES STL CORP NEW COM
-$4.5M
0
-100%
建仓
IPAC
ISHARES TR CORE MSCI PAC
+$4.2M
73,668
建仓
SPTS
SPDR SER TR PORTFOLIO SH TSR
+$4.1M
142,925
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$4.1M
134,388
+60%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$4.0M
56,133
+241%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$4.0M
34,035
+76%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU COM SBI
+$3.9M
801,820
+47%
增持
LMT
LOCKHEED MARTIN CORP COM
+$3.9M
27,986
+48%
增持
MTUM
ISHARES TR MSCI USA MMENTM
+$3.9M
36,076
+276%
建仓
TOTL
SSGA ACTIVE ETF TR SPDR TR TACTIC
+$3.9M
95,335
增持
PECO
PHILLIPS EDISON & CO INC COMMON STOCK
+$3.8M
221,298
+91%
增持
SNOW
SNOWFLAKE INC CL A
+$3.6M
29,024
+205%
建仓
XMLV
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW
+$3.6M
69,526
清仓
FANG
DIAMONDBACK ENERGY INC COM
-$3.6M
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$3.5M
35,675
+24%
增持
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
+$3.5M
52,986
+1165%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$3.5M
40,834
+222%
增持
ITA
ISHARES TR US AER DEF ETF
+$3.4M
49,540
+144%
建仓
PKW
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV
+$3.4M
37,901
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$3.3M
125,027
+12%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT
+$3.3M
74,218
+1147%
建仓
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$3.2M
20,487
增持
AMAT
APPLIED MATLS INC COM
+$3.2M
67,225
+26%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
+$3.2M
69,995
+302%
增持
FNF
FIDELITY NATIONAL FINANCIAL FNF GROUP COM
+$3.2M
98,701
+793%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM
+$3.2M
39,713
建仓
EPS
WISDOMTREE TR US LARGECAP FUND
+$3.1M
67,192
增持
SWKS
SKYWORKS SOLUTIONS INC COM
+$3.1M
43,158
+202%
增持
MPC
MARATHON PETE CORP COM
+$3.1M
30,654
+738%
减持
XLI
SELECT SECTOR SPDR TR SBI INT-INDS
-$3.0M
7,855
-80%
增持
SLB
SCHLUMBERGER LTD COM STK
+$3.0M
149,692
+68%
减持
INTU
INTUIT COM
-$2.9M
5,412
-55%
增持
IGSB
ISHARES TR ISHS 1-5YR INVS
+$2.9M
357,243
+20%
增持
AXP
AMERICAN EXPRESS CO COM
+$2.9M
65,305
+27%
增持
LVS
LAS VEGAS SANDS CORP COM
+$2.9M
54,889
+846%
增持
DE
DEERE & CO COM
+$2.8M
49,972
+18%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$2.8M
18,340
+318%
建仓
IBOC
INTERNATIONAL BANCSHARES COR COM
+$2.7M
60,961
